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  • Home
  • About Us
    • Our Vision
    • Our Team
    • Testimonials
    • Fees and Charges
    • Licensee and Privacy Policy
  • Our Services
    • Wealth Creation
    • Financial Planning
    • Superannuation
    • Risk Protection
    • Income Streams
    • Aged Care Financial Advice
  • Our Partners
    • Lucas Garner Accountants
    • New Super SMSF Admin
    • Health and Aged Assist
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    • Wealth Connexion – Federal Budget 2024-25
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Author Archives: Wealth Connexion

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A Mother Kissing Her Daughter – Estate Planning Mistakes – Wealth Connexion Blog Image

Protect Your Estate From These Mistakes

Financial PlanningBy Wealth ConnexionOctober 20, 2021

It is a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth to be divided amongst your loved ones

Boxes in front of a door - Borrowing Power - Wealth Connexion blog image

Is Your Lifestyle Affecting Your Borrowing Power?

Financial Planning, MortgagesBy Wealth ConnexionOctober 20, 2021

When you do not have a mortgage, it is easy to splash your cash on living it up. But did you know that your spending habits can influence how much lenders are willing to loan you?

Family having a good time in living room - Emergency Funds - Wealth Connexion blog image

How Much Should I Have in My Emergency Fund?

Financial PlanningBy Wealth ConnexionOctober 20, 2021

It’s the most common story financial professionals hear. Unfortunately, too many people fail to set aside emergency savings to see them through life’s hiccups.

Statistics going down - Best Tables for every investor - Wealth Connexion blog image

Three All-time Best Tables for Every Investor

Investing, OtherBy Wealth ConnexionOctober 20, 2021

There are a lot of investment wisdom statements that could probably be distilled into one statement: the short term is unknowable, but the long term is inevitable.

Hand in sunset with a brain icon - What's On My Mind - Wealth Connexion blog image

“What’s On My Mind”

InvestingBy Wealth ConnexionOctober 20, 2021

Investing is an exercise in optimism. Every time we purchase an asset, we’re demonstrating confidence in the future – that companies will grow their profits, borrowers will repay their debts

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